Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.07%
Stock 100.0%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

As of February 28, 2026
Large 81.06%
Mid 15.08%
Small 3.86%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.10%

Americas 97.53%
97.45%
Canada 0.03%
United States 97.41%
0.09%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.42%
United Kingdom 0.50%
1.92%
Ireland 1.48%
Netherlands 0.09%
Switzerland 0.35%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.00%
0.14%
Singapore 0.14%
0.00%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
26.72%
Materials
2.14%
Consumer Discretionary
10.13%
Financials
12.48%
Real Estate
1.97%
Sensitive
55.51%
Communication Services
10.52%
Energy
3.46%
Industrials
8.98%
Information Technology
32.55%
Defensive
17.59%
Consumer Staples
5.24%
Health Care
9.84%
Utilities
2.51%
Not Classified
0.18%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.15%
As of February 28, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available